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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1276
PFC
Phocas Financial Corp
California
$259K +$255K 1 0.02% New
1277
AP
Atwood & Palmer
Missouri
$257K $0 1 0.05% Maintained
1278
KT
Kanaly Trust
Texas
$257K +$35.5K 1 0.05% Increased
1279
FC
FCA Corp
Texas
$252K +$2.42K 1 0.13% Increased
1280
Washington Trust
Washington Trust
Rhode Island
$250K -$78.3K 1 0.02% Reduced
1281
GAM
Gould Asset Management
California
$249K +$245K 1 0.13% New
1282
RMAM
Raab & Moskowitz Asset Management
New Jersey
$248K -$30.6K 1 0.14% Reduced
1283
SA
Strategic Advisors
New York
$246K -$78.5K 1 0.14% Reduced
1284
MJRIC
Mogy Joel R Investment Counsel
California
$245K +$2.63K 1 0.05% Increased
1285
IWA
Intercontinental Wealth Advisors
Texas
$244K -$263 1 0.18% Reduced
1286
MCM
MV Capital Management
Maryland
$243K +$19.2K 1 0.09% Increased
1287
SWA
Sutton Wealth Advisors
Florida
$241K $0 1 0.23% Maintained
1288
PAM
PT Asset Management
Illinois
$241K +$31.6K 1 0.04% Increased
1289
Balentine LLC
Balentine LLC
Georgia
$238K +$1.58K 1 0.05% Increased
1290
SCA
Snowden Capital Advisors
New York
$237K +$233K 1 0.07% New
1291
WCM
Westend Capital Management
California
$237K +$233K 1 0.34% New
1292
Jasper Ridge Partners
Jasper Ridge Partners
California
$236K $0 1 0.02% Maintained
1293
WA
WFG Advisors
Texas
$235K +$72.4K 1 0.06% Increased
1294
CT
Coastline Trust
Rhode Island
$234K +$231K 1 0.05% New
1295
DPA
Delphi Private Advisors
California
$234K +$1K 1 0.43% Increased
1296
SAM
Sawgrass Asset Management
Florida
$232K $0 1 0.01% Maintained
1297
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$232K -$2.22M 1 0.05% Reduced
1298
CA
Capital Advantage
California
$231K +$158 1 0.07% Increased
1299
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$229K $0 1 0.01% Maintained
1300
WEC
Winslow Evans & Crocker
Massachusetts
$228K -$25.2K 2 0.07% Reduced